See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,717 | $81,248-90.5% | $155,509-95.0% | $80,856-90.5% |
| Participation rate | 89.3% | 66.2%+23.1pp | 78.2%+11.1pp | 67.6%+21.6pp |
| Annual return | 16.20% | 33.31%-17.1pp | 64.67%-48.5pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,137 | $3,100-63.3% | $4,672-75.7% | $2,755-58.7% |
| Participant deferral / active EE | $1,348 | $3,452-60.9% | $5,626-76.0% | $4,296-68.6% |
| Admin fee / account holder | $170 | $7,997-97.9% | $15,912-98.9% | $6,918-97.5% |